$IREN Ltd (IREN.US)$ mentioned a few times in this $NVIDIA (NVDA.US)$ press release on 2GW of planned Australian AI factories by 2027.
IREN's prior communication was that the Bundey site power won't energize until 2028+. But article says 2GW by 2027, so assuming they mean others are getting that (Sharon AI, Frimus), and IREN can get the next phase.

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